Basil: Calendar

This article is intended users under the Basil Advanced plan. Basil Simple users can refer to this article and Basil Pay users can refer to this article.

The Basil Calendar feature offers a powerful tool to help you keep track of your Tasks, appointments, and Team Member's work.

You can access your calendar by selecting the ‘Calendar’ tab.

If you have Team Members in Basil, use the dropdown near the top-right to switch to view their calendars and the Tasks they’re assigned to. Please note with the current implementation of Basil, Team Members cannot view the Account Owner’s calendar.

Adding Tasks to the Calendar

When a Task is created from the Tasks tab, that Task will also show on the Task Owner’s calendar for the dates selected under the Schedule section of that Task.

The Task will show as a calendar item with a checkmark next to it.

Clicking the calendar item will list all Tasks assigned to that user for that day, where they can be worked on from there if able.

Adding Events

To add events to show up on your Basil calendar, click ‘+Create’ at the top-right. Fill in the details you’d like for the event, then click Schedule.

It will then show on your calendar as a calendar item where it can be edited or deleted.